Address
Form of workServicing Financial Planner
- Well-established & successful Financial Services Firm.
- Over 27 years in the Wide Bay Region with offices in Hervey Bay, Maryborough and Bundaberg.
- Full-time role with flexible working arrangements available.
The Company
We are a highly reputable Financial Services Firm located in regional Queensland, renowned for our exceptional service. We specialise in providing comprehensive financial advice to pre-retirees and retirees, living in the Wide Bay region.
Our focus is on delivering quality strategic advice to our clients, ensuring their needs and goals are met through our holistic approach to financial solutions.
Our advice process is designed to align with our client’s best interests, providing proactive and robust ongoing service. We have a highly streamlined back-office process that comprises of a team of dedicated specialists, including administration support, client service officers, adviser support, compliance and paraplanning co-ordinator, and an external paraplanning service.
We offer a dynamic, friendly, supportive work environment where our team members thrive. We value career growth and development and provide ample opportunities for progression within the company.
About The Role
We are seeking a motivated and experienced Servicing Financial Adviser to join our team.
The successful applicant will have a firm understanding of the financial advice process, including the strategies and compliance requirements involved in delivering financial advice. If successful, you will inherit an established book of existing clients providing our ongoing client-centric service model (which does not include new business targets for this role).
Our business model will allow you to focus on providing quality advice, whilst a professional support team will take care of the implementation and paperwork side of things. Your role will also include providing support to our Senior Financial Planners with client reviews, research, and investigations for the preparation of advice documents and ad-hoc advice-related client requests.
You will be supported with client service officers, paraplanners, compliance and technical assistance and a sounding board within the team to bounce ideas.
Key Responsibilities will include:
- Reviewing and providing ongoing financial advice and service to our longstanding clients, with a focus on their financial situation including superannuation, retirement and Centrelink planning.
- Managing client queries and following up on outstanding matters.
- Providing support to our Senior Financial Advisers in delivering high-quality advice to our clients.
- Working collaboratively with other team members to ensure a seamless client experience.
- Maintaining knowledge of industry developments and regulatory requirements.
Requirements:
- Currently authorised as a Financial Planner and listed on Financial Adviser Register.
- FASEA approved and qualifications.
- Minimum 3 years’ experience in Financial Planning.
- Provide outstanding service while building rapport with clients.
- High attention to detail, supported by a solid technical background.
- Strong knowledge of financial products, investment vehicles, and financial planning principles.
- Committed and dedicated to our clients and thrive to help them achieve their financial goals.
- Highly professional, excellent oral and written communication skills.
- Knowledge of superannuation, retirement planning and Centrelink
- Xplan experience.
- Current driver’s licence.
The remuneration package will be commensurate with your skill set and experience. We are really looking for an enthusiastic and highly motivated team player with a great work ethic and the role will reward accordingly.
This is a fantastic opportunity to work with a supportive and experienced team, including 3 Senior Financial Planners in the practice. If you are looking for a career change in financial planning, we encourage you to apply.
It is essential for all applications to include a cover letter outlining why you would be an asset to our Practice, as well as including your resume, work history & references.
Applications are to be applied for via Seek by Friday 1st March 2024.
